Who Are Our Clients?

LVM clients include retirees, widows, widowers, entrepreneurs, professionals, nonprofit organizations, heirs, and others facing life transitions. Our wealth management team welcomes the opportunity to serve you. While most of our clients have investible assets between $1,000,000 and $30,000,000, we serve a diverse group of clients with unique needs:


  • Located in over 20 states

  • Individuals and families with multiple generations

  • Foundations, nonprofit organizations, retirement plans

  • Largely personal or professional referrals

  • Over $800,000,000 total assets under management